Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (151823)	12/9/2001 2:04:46 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "You, Elmer, and Paul keep claiming Intel has some magic advantage in production, when the reality is both AMD and Intel have roughly similar capabilities." Stop right there, because I am with you on this one. Intel and AMD both have different advantages: AMD has a smaller die size and Intel has better yields. Therefore, the die per wafer comes out roughly similar. In that sense, I agree. Re: "According to Mike Splinter of Intel, there were 5 .18 FABs available for P4 production in Q3 of 2000 (more than a year ago - slide 10) and intel was building FABs and upgrading older ones to provide 8 FABs for .13 productionn (slide 13)." Since then, things have changed. Intel will not have 8 .13u fabs - they will have 6. A more recent presentation will confirm this for you. Similarly, in Q3 2001, I can only count 4 fabs that might be used to manufacture Pentium 4 CPUs. Why don't you try and name me the five that you have in mind. I have one comment, though, concerning Fab11, which you show to be capable of 13,000 WSPW. However, as you also show in the text, Fab11 manufactures at .35u, .25u, and .18u. Intel still has plenty of manufacturing needs at those larger processes. Many of their embedded CPU lines still use older processes, as well as chipsets, flash, and other IC lines. Therefore, you cannot assume that 13,000 WSPW could possibly go towards Pentium 4. In reality, only a fraction will, and the size of that fraction is impossible to determine outside of Intel itself. Therefore, the argument about Intel WSPW is moot. However, even though it is moot, I think it would be foolish to assume that Intel has wafer starts available that contradict their other numbers (which is what you are trying to do). wbmw